Why deal with Ashwood Law
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Our main attribute is our experience of this market place. As a result of this we have
The five key issues
1. Compatibility - between us and the firms for whom we provide advice to their clients
2. Complexity - being able to keep pace with the ever-changing world of financial services
3. Compliance - helping to take care of your regulatory responsibilities
4. Control - by working closely together, you can keep control
5. Culture – working together with you and your clients to establish professional rapport resulting in client retention
What Ashwood Law provide
1. Professionally qualified Advisers
2. Technical expertise - on a wide range of financial planning areas
3. Broad range of skills - advisers experienced, for example in, pensions, investment advice, trust work, mortgages and long term care planning
4. Knowledge of the professional market - gained through experience of working with 40+ professional connections
5. Marketing - help with marketing initiatives to increase the amount of clients being referred for financial services advice and subsequent indentification of further departmental referrals for your practice
Services for professional practices
Allocation or recruitment of dedicated adviser(s)
Departmental presentations and meetings
Provision of technical support and research facilities
Delivery of management information enabling development for further successful activity
Client “Health” check
Performance benchmarking for trusts
Asset finance
Self-administered/self-invested pension schemes
General Insurance including Premises, PI and Public Liability
© 2009 Ashwood Law LLP
Ashwood Law LLP, Ashwood Law House, Newton Road, Heather, Leicestershire LE67 2RD
Email: advice@ashwoodlaw.co.uk
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Ashwood Law LLP,